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iShares Russell 2000 ETF

2,035 hedge funds and large institutions have $72.2B invested in iShares Russell 2000 ETF in 2021 Q4 according to their latest regulatory filings, with 361 funds opening new positions, 838 increasing their positions, 553 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 361 | Existing positions closed: 106

52% more repeat investments, than reductions

Existing positions increased: 838 | Existing positions reduced: 553

12% more funds holding

Funds holding: 1,8142,035 (+221)

6% more funds holding in top 10

Funds holding in top 10: 214226 (+12)

1% less capital invested

Capital invested by funds: $72.9B → $72.2B (-$748M)

4.06% less ownership

Funds ownership: 108.17%104.1% (-4.1%)

47% less call options, than puts

Call options by funds: $32.4B | Put options by funds: $60.8B

Holders
2,035
Holders Change
+221
Holders Change %
+12.18%
% of All Funds
31.31%
Holding in Top 10
226
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+5.61%
% of All Funds
3.48%
New
361
Increased
838
Reduced
553
Closed
106
Calls
$32.4B
Puts
$60.8B
Net Calls
-$28.4B
Net Calls Change
+$8.59B
Name Holding Trade Value Shares
Change
Change in
Stake
JA
926
JVL Associates
Michigan
$1.56M
CSPIA
927
Cary Street Partners Investment Advisory
Virginia
$1.56M +$1.22M +5,397 +331%
TH
928
TCTC Holdings
Texas
$1.56M +$5.65K +25 +0.4%
IAIM
929
International Assets Investment Management
Florida
$1.56M +$592K +2,620 +60%
WAM
930
Wakefield Asset Management
Colorado
$1.56M -$1.58K -7 -0.1%
BAMG
931
Brand Asset Management Group
Missouri
$1.56M -$226 -1 -0%
AIM
932
Allen Investment Management
New York
$1.55M
AFAS
933
Acorn Financial Advisory Services
Virginia
$1.55M -$45.6K -202 -3%
WDL
934
Well Done LLC
Michigan
$1.55M -$190K -841 -11%
AFP
935
Ausdal Financial Partners
Iowa
$1.54M +$803K +3,554 +106%
RWA
936
Ropes Wealth Advisors
Massachusetts
$1.54M -$904 -4 -0.1%
CCA
937
Childress Capital Advisors
Texas
$1.52M
WCM
938
Washington Capital Management
Washington
$1.52M +$1.54M +6,837 New
BAM
939
Barrett Asset Management
New York
$1.52M
IIA
940
IPG Investment Advisors
California
$1.51M +$1.54M +6,803 New
9WM
941
9258 Wealth Management
Ohio
$1.51M +$647K +2,864 +73%
GC
942
Garde Capital
Washington
$1.51M +$1.13K +5 +0.1%
PIMG
943
Patriot Investment Management Group
Tennessee
$1.51M -$24K -106 -2%
MA
944
Mutual Advisors
Nebraska
$1.51M -$6.99M -30,918 -82%
IC
945
Innealta Capital
Texas
$1.51M +$1.53M +6,771 New
BCM
946
Bluefin Capital Management
New York
$1.5M +$328K +1,450 +27%
PS
947
Planned Solutions
California
$1.5M +$1.52M +6,745 New
EL
948
EQ LLC
Washington
$1.5M -$60.6K -268 -4%
SIC
949
Sterling Investment Counsel
New York
$1.5M +$1.52M +6,735 New
RRA
950
Round Rock Advisors
Connecticut
$1.5M +$5.65K +25 +0.4%

IWM Hedge Fund Activity: Q4 2021 in Review

2,035 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2021, worth a combined $72.2B — down 1% from $72.9B a quarter earlier.

Buyers outnumbered sellers: 361 funds opened new IWM positions and 106 closed out — a net gain of 255 holders — while 838 added to existing stakes and 553 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $358M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.21B.

  • 2,035 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2021, up from 1,814 in Q3 2021.
  • Funds reported $72.2B of iShares Russell 2000 ETF stock for Q4 2021, down 1% quarter-over-quarter.
  • 361 funds opened new iShares Russell 2000 ETF positions in Q4 2021 and 106 closed out, a net change of +255 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2021 was Bank of Nova Scotia, an estimated $358M added.
  • The largest iShares Russell 2000 ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $1.21B sold.

Based on aggregated 13F filings for Q4 2021.